ACA

Atlas Capital Advisors Portfolio holdings

AUM $819M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$76.6K 0.01%
1,471
-1,587
427
$76.5K 0.01%
2,287
428
$76.4K 0.01%
1,181
429
$76.3K 0.01%
1,000
430
$76.3K 0.01%
6,134
431
$76.1K 0.01%
1,736
432
$75.8K 0.01%
4,359
433
$74.1K 0.01%
594
434
$74.1K 0.01%
1,856
435
$73.9K 0.01%
3,714
436
$73.7K 0.01%
890
437
$73.5K 0.01%
317
+100
438
$72.8K 0.01%
893
+200
439
$71.4K 0.01%
2,931
+500
440
$71.3K 0.01%
901
441
$70.4K 0.01%
+1,400
442
$70.3K 0.01%
+3,927
443
$70.2K 0.01%
1,559
444
$68.9K 0.01%
285
-346
445
$67.8K 0.01%
4,600
+3,113
446
$67.7K 0.01%
302
447
$67.2K 0.01%
5,074
+3,405
448
$67.1K 0.01%
+1,177
449
$65K 0.01%
1,728
-237
450
$64.7K 0.01%
1,221
+603
16 17
18
19 20